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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,741 | $77,574+6.7% | $108,753-23.9% | $86,983-4.9% |
| Participation rate | 51.1% | 62.3%-11.2pp | 71.1%-20.0pp | 69.5%-18.4pp |
| Annual return | 11.68% | 18.42%-6.7pp | 37.47%-25.8pp | 25.83%-14.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,487 | $3,128+43.4% | $4,115+9.0% | $4,194+7.0% |
| Admin fee / account holder | $6,223 | $6,529-4.7% | $10,320-39.7% | $7,856-20.8% |